https://padlet.com/MarkLeeBaggerly/About A retired financial executive, Mark Lee Baggerly spent more than two decades in the industry. During this time, Mark Lee Baggerly worked with Reynolds and Reynolds and Merrill Lynch before founding RockBridge Wealth Management in 2001. Over the following 15 years, he served as a partner and financial advisor with the firm. While there, he grew the company’s client base to over 1,200 customers while designing and implementing several client acquisition strategies. He also created numerous marketing and seminar campaigns, which he subsequently tested and managed. Before this, he spent four years as a financial advisor with Merrill Lynch, where he developed a client base with $18 million in assets. As a result of this work, Mark Baggerly was selected to speak to new advisors about his early success. Alongside a master’s degree in engineering administration, he has completed a certified financial planner program through the University of Georgia Terry College of Business. A graduate of the United States Air Force Academy, he has a bachelor’s degree in general engineering. en-us 2020-08-14 04:33:58 UTC 2021-10-19 04:37:43 UTC hello@padlet.com MarkLeeBaggerly https://padlet.com/MarkLeeBaggerly/About/wish/974574338 Most recently a partner and financial advisor at RockBridge Wealth Management in the Mobile, Alabama area, company founder Mark Lee Baggerly grew the firm through solid investing and client acquisition strategies. He achieved a range of distinctions, including the development of more than 1,200 new accounts and led the independent company’s expansion from $30 million to $230 million in asset value over 15 years. Mark Lee Baggerly is also a veteran of the United States Air Force, where he served for four years as a helicopter unit’s operations officer, a job customarily assigned to soldiers with years’ more experience.

]]> 2020-12-01 06:52:52 UTC https://padlet.com/MarkLeeBaggerly/About/wish/974574338 MarkLeeBaggerly https://padlet.com/MarkLeeBaggerly/About/wish/1801698707 Based in Seattle, Mark Lee Baggerly is a profit-oriented financial professional who spent more than 15 years as a partner and wealth manager at RockBridge Wealth Management in Daphne, Alabama. When he is not providing financial planning services to high-net-worth individuals, families, and business clients, Mark Lee Baggerly enjoys playing golf and listening to stand-up comedy.]]> 2021-10-08 04:35:01 UTC https://padlet.com/MarkLeeBaggerly/About/wish/1801698707 MarkLeeBaggerly https://padlet.com/MarkLeeBaggerly/About/wish/1826120587
Mark Lee Baggerly’s extensive professional background includes service in the United States Air Force and a position as a financial advisor with Merrill Lynch. Most recently, Mark Lee Baggerly served as a financial advisor and partner at Alabama-based RockBridge Wealth Management, where he offered a variety of financial planning and growth management options to his roster of high net-worth clients.

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